Assets by plan
Share of aggregate retirement assets
Filings through .
Hawke Financial Group, LLC
EIN 95-4894682financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Health & Benefits
0
Participants
6
2484 N. STOKESBERRY PL - MERIDIAN, ID 83646208-866-5778idahofinancialplanner.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 6 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
HAWKE FINANCIAL GROUP 401(K) PLAN
401(k)
Assets$1.3M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HAWKE FINANCIAL GROUP, LLC CASH BALANCE PLAN
Cash balance
Assets$630K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | HAWKE FINANCIAL GROUP 401(K) PLAN | 401(k) | $1.3M | 3 | 2025 |
| #002 | HAWKE FINANCIAL GROUP, LLC CASH BALANCE PLAN | Cash balance | $630K | 3 | 2024 |
- #001 · 401(k) · 20253
- #002 · Cash balance · 20243
Retirement plans